Core Viewpoint - The company Baowu Magnesium Industry (002182.SZ) is experiencing a significant shift in the electric vehicle (EV) sector, with magnesium alloy components being increasingly adopted due to their advantages in weight reduction, electromagnetic shielding, and vibration damping [1] Company Summary - As of August 29, 2025, the number of shareholders for Baowu Magnesium Industry is reported to be 56,894 [1] - The company is positioned to benefit from the growing trend of electric vehicle manufacturers, such as Aima, Yadi, and Niu, utilizing magnesium alloy for components like wheels and frames, leading to improved vehicle performance [1] Industry Summary - The adoption of magnesium alloys in the electric vehicle industry is expected to increase significantly, particularly following the new national standards introduced in 2024, prompting industry players to replace plastic components with magnesium alloys [1] - During the "14th Five-Year Plan" period, the usage of magnesium in electric two-wheelers is projected to rise rapidly, indicating a strong growth trajectory for magnesium applications in this sector [1]

Group 1 - The core viewpoint of the article highlights the increasing adoption of magnesium alloys in the electric vehicle industry due to their lightweight, electromagnetic shielding, and vibration damping properties [1] - As of August 29, 2025, the number of shareholders for Baowu Magnesium Industry is reported to be 56,894 [1] - Leading electric vehicle companies such as Aima, Yadi, and Niu have begun using magnesium alloy components in their products, leading to significant weight reduction, improved range, and enhanced shock absorption [1] Group 2 - The article indicates that the shift towards magnesium alloys will dilute production costs and create a cost advantage over aluminum alloys, thereby promoting the growth of magnesium applications [1] - Following the release of new national standards in 2024, companies across the electric vehicle supply chain have actively initiated the replacement of plastic parts with magnesium alloys [1] - It is expected that during the "14th Five-Year Plan" period, the usage of magnesium in electric two-wheelers will continue to increase rapidly [1]